Elizabeth Gauthier is a registered investment advisor at Riverwater Partners LLC, based in Milwaukee, WI, with 1 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 189 clients with $600M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Riverwater Partners offers investment management services with fees calculated as a percentage of the value of your investments. The highest fee is 1%. There are also transactional, administrative, and custodial fees charged by the account custodian. Riverwater Partners charges a $9,000 minimum annual fee for new investment management clients.
For Managed Model Portfolios, clients pay 0.85% of their portfolio value per year. The fee is not negotiable. There is a $2,500 minimum annual fee for new Managed Model Portfolio clients.
Location
1433 N. Water Street, Suite 303, Milwaukee, WI, 53202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Elizabeth works as a bartender/server at Timbers Bar & Grill in St. Germain, Wisconsin. This takes a few hours per week and does not occur during securities trading hours.
Employment History
Current Registrations
Riverwater Partners LLC
State Registrations1 state
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